I've been banking with Citibank since back when they were still CalFed. Thanks to the mobile app, I…read morecan go years without needing to step into a branch, but when I stopped by last week to make a withdrawal, the same teller who's been there for over a decade greeted me with the same warm smile and consistently great service. That level of reliability is exactly why we've stayed with Citibank all these years. I personally recommend Citibank, and especially this branch in particular.

My wife and I were updating our trust and worked with the branch manager. His name is Jorge De La…read moreCerda Ramirez. He was polite, professional and very kind. He answered our questions and made the whole process easy and painless.

This banking institution has helped me and my family multiple times over the years. When my check…read moredelayed, but expenses did not Schwab bank had a conversation with me and released funds to allow me to take care of my family. When someone cities away emptied ny account of all my Christmas money for my kids presents, Schwab fraud team jumped on it and took care of me, allowing me to take care of my family. Thank you Charles Schwab Bank for being one of the best business partners I have ever had. Signed, Joseph Hemze.

I am starting to wonder what happen to customer service and the customer always comes first. Is it…read moreeven a thing anymore? If I could give "ZERO" stars I would! I can't tell you how dissatisfied I am with Schwab, not only this branch, as well as, the Estate planning department, others via their 800 customer service number, the branch manager & Eric Moser (the VP of this branch), Which is perplexing in itself, as he is completely disconnected from his clients, I wondered how he even sits at the position he does. And Just over all Charles Schwab as a whole. Very long story short. My mother & father placed their trust years ago in Charles Schwab and their broker. In doing so, I am sure they thought they were placing their funds in the hands of professionals and to be professionally managed. Well, that's not always the case. My mom passed away, and my brother is "legally" the POA of my father's estate, and doing an outstanding job. My father's life was turned upside down after being married for almost 60 years. He has full time care, lots of family around, and seemingly in a good place. And fortunately, my dad did well for himself. Maintaining his lifestyle was never a question, even with 24/7 care which is in the tune of give or take $15,000 a month. Sadly, it's just without my mom. Fast forward to 2 months ago, yes, I said 2 months ago (so remember that). There's a lot , and I won't bore you with all. Yet, we are now dealing with, lazy, poor performance, mismanaged & uncaring employees at Charles Schwab, as well as an unscrupulous broker, and honestly at this point we are being taken advantage of. When Charles Schwab was informed my mother passed, they immediately locked my dad's account (mind you it's my mom & dads account). I understand the security aspect of it all. Yet, the hamster wheel my dad and brother are on due to the irresponsible humans working at Charles Schwab, it's absolutely ridiculous! I'm livid! And that's putting it lightly. I took my dad down to Charles Schwab twice to try and fix this issue, my brother has been there 3 times, and each and every time, it's "Oh you just need to sign this and get us that", yet when he signs, they then tell him "oh we need you to sign one more thing", this has gone on for almost two months! Once I went down and Eric was too anxious to even speak to me, what a professional. Can you imagine your broker not even speaking with you yet making money off you. Disgusting! MY DAD and My brother have been locked out for 2 FRICKEN MONTHS. Money has been lost due to not trading, my brother even called ERIC MOSRER (sp) and asked him to please sell a position, Eric said he would, yet forgot. Great job Eric! My brother was so upset, he said to me that day, we lost 60K. I told him NO, CHARLES SCHWAB lost us 60K - not you, not dad, Charles Schwab, Period I realize dealing with Schwab especially the last 2 weeks, they are unethical, misleading, and the breach of duty they have on their end to their clients, is damaged. A broker is beholden to Strick regulatory guidelines and ethical code that carry stiff penalties! I am really questioning their wrong doings. No one has acted with integrity here! Hell even "Chewy" sent a card and flowers when my dog died! What did Charles Schwab do when my mom died, they locked my dad out of his own account with a boat load of money. And never sent or offered condolences to my dad! Yet the worst part for me, they never ever apologized to my father or my brother for this unimageable run around that they have been given! They have done everything asked of them and are still getting the run around and still not getting calls back! At this point, this is misappropriation of my dads' funds! What.... Is Charles Schwab just going to steal / embezzle / keep / never give access to my dad, to get his money, because that's how it looks! Eric Moser & the Charles Schwab team, pull your big boy pants up and take care of this ASAP! Enough! Worst branch! Horrible people! The worst of anything you can think of, that's this branch! Their customer service is in the toilet! #charlesschwab #shameonyou 9/25/23 - regarding your message below, its BS! It's a generic message doesn't go to anyone directly. It's basically just to save face on their end! Saying.... look at we tried to reach out. The truth is, it doesn't go to anyone!!! Again this just reiterates what I said at the beginning about their customer service and the company as a whole. Horrible company.

Great location and close to lots of businesses. The building and parking are well maintained but…read moreI've saved the best reason for last. The staff are FANTASTIC, always cheerful and eager to greet you. They are quick to handle business and earnest in their desire to help the customer. I always leave being thankful this branch remains available. Thank you Management!

This review is all about this bank's annual calendars. I have been getting their calendars for 37…read moreyears! I keep my account here, all those years, cos of the calendars, and I came to this branch for the first time, as I was driving thru Rancho Mirage, just to pick up my calendars. What's so special about the calendars? Well every year the calendar features only one scene a different artist, who depicts something in Riverside County, such as a historic place. After all those years, or even just 2, the calendars all look alike, and you have to look at the same artwork for 12 months! But the special feature of their calendars, is they have large boxes that you can write all your appts, AND THE PAPER CAN BE WRITTEN ON IN PENCIL. I document my entire life, almost every day for the last 37 years, on this pencil friendly Provident calendar Yes, almost all calendars have photos on glossy photo paper, that you cannot write pencil on, and still SEE what you wrote, and you can erase it with pencil eraser. Provident's calendar is just on regular paper, but pages are heavier stock. Also the calendar has only 6 pages, so not heavy. AFer half a year, you flip it over and the months continue on backside. Every year I look so forward to starting a new calendar, but they only come in after Thanksgiving, but I have things to write for next year much earlier than that, so I wish they'd come out amonth before Thanksgiving. 5 Yelp stars for Provident calendars! I document my life into them, every year.

I just moved into town, and I needed a new credit union. I felt so comfortable. All of the staff…read morethere are professional and friendly. I was amazed how many customers were greeted by name and it was refreshing. Vanessa, the Assistant Manager helped me open my accounts and she is a true pro and friendly. So far, my expectations were exceeded!

I've been a long-time member of Sun Community Federal Credit Union and never expected to be treated…read morethe way I was over a simple $250 fraud dispute. I filed a formal complaint with the Consumer Financial Protection Bureau (CFPB)--Case #250729-22734418. Once their review completes, it should be available publicly in the CFPB database. I encourage anyone else affected to file as well. I was scammed using Zelle -- a growing issue across the country -- and even after providing solid documentation, Sun Community denied my claim without even trying to resolve it with Zelle. I was told that because I "authorized" the payment, it didn't qualify as fraud, despite the fact that I was tricked. They brushed off federal consumer protections (like Regulation E) and refused to take accountability. I've since filed a formal legal complaint and am taking the matter to Small Claims Court to fight for what I'm owed -- and to prevent this from happening to others. What hurts the most isn't the money -- it's the lack of care, responsibility, and basic customer support. I've closed my checking account and will be severing all ties once my balance transfer is complete. If you're looking for a credit union that protects and values its members, I strongly suggest you look elsewhere.

AMS has been doing our taxes for roughly 40 years. They're very thorough and totally take the worry…read moreout of taxes for us. Any problems we've had with the IRS or FTB (my own fault) they have guided us through. Staff is always friendly and helpful; a pleasure to do business with.

Through searching Yelp I decided to contact AMS Tax Service to help me resolve a time sensitive…read moreaudit of my 2016 tax return. The IRS audit which included penalties and interest was substantial . Laura Silva was the accountant I worked with on my case. Laura worked diligently for me communicating with the IRS . Through her communication with them I was able to provide the missing documentation needed for their acceptance. This all took place during the government shutdown also . I just received a letter yesterday stating they accepted my provided information and my case is closed . Through this ordeal I was stressed out and Laura was so professional and very certain we would be alright . I want all readers to know this company is very qualified and professional to help resolve outstanding issues you may have with the IRS. I totally recommend AMS Tax Service to handle your tax returns and all your accounting needs . Thank You AMS and Laura Paul R

Brittany was such a great help today! I have a Chase credit card and mortgage account, but not a…read moredeposit account. I was interested in ordering foreign currency for a trip. She did her best to help me, and I really appreciated that. It turned out Chase didn't carry the currency I needed, but that wasn't her fault.

I would like to appreciate Cristian, an employee who works for this branch…read more For the past two and a half months, my ATM / Debit card order has been so ridiculous that it took me two months to arrive in about a week. I don't know what the true cause is. Before going to this branch, I first went to the Palm Desert branch. However, the results were not good and the response remained unmediated. Then, I went to this branch of Rancho Mirage, and I was lucky enough to meet Mr. Cristian, who was very kind to me, and was very friendly and very comfortable for me as a customer. I was able to do it. And today, I am very happy that the card has finally arrived. I highly recommend this person. Thank you so much Cristian !!

Highly recommend! Knowledgeable staff, exceptional service, good value and always reliable. I…read morereally appreciate the genuine concern and personal relationships formed over the years with Greg, Kathy, Larea and all staff here.

My experience.... Had an initial consultation for my taxes (present & past) and it was great, I was…read morehopeful and the conversation was promising. As I was gathering my papers, etc. communication was less and less and less. I left numerous email's and voice messages to follow up and move forward without any response from their team. I have since moved on with another CPA. However it's a shame because I really did enjoy my interaction with the staff as I value good "energy" and "vibes" when working in business. So for the "energy" and "vibes" I give them 5 stars. Everything else 2 stars. G ;-/

First and foremost a big thank you to Sendy, Aliyah and the Coachella Wells Fargo branch for the…read moresuperb service! My mom went in to get a personal loan, but brought me with her to make sure the terms and conditions were exactly as communicated. As we got here Sendy helped us, spent an hour to get it all resolved and completed and went out of her way to help us secure the loan. Amazing customer service. Any other agent or banker would have spent that hour with other clients because the loan originated over the phone, but it did not deter Sendy from providing exceptional service. All in all, this is to say you can trust your business to go well here. Kudos to Sendy, Aliyah and the team. Everyone looks happy to be here and it shows! I recommend her to anybody who wants an agent that cares about the way they are serviced, and have someone on your side regardless of visit.

Went to this one after the Indio one, not as bad but they are slow I stood inline for 20 minutes…read moreand watched the only teller there try to take care of the ever growing line. Finally after I guess it got to bad another teller had to open their window while the first one was still counting. Get it together.